CLIRX Mutual Fund

CLIRX Mutual Fund

NAV$10.87
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Returns Overview

1 Month
+1.37%
3 Months
+0.46%
6 Months
+0.09%
YTD
+5.66%
1 Year
+9.65%
3 Years (annualized)
+6.25%
5 Years (annualized)
-0.98%
10 Years (annualized)
+0.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLIRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.66%
Peer Avg (YTD)
+3.78%
vs Peers
+1.88%

CLIRX Mutual Fund Performance

CLIRX performance across multiple time periods: 1-month 1.37%, YTD 5.66%, 1-year 9.65%, 3-year 6.25%, 5-year -0.98%, 10-year 0.39%.

CLIRX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

CLIRX vs another fund shows side-by-side returns. CLIRX alternatives are available in the Mutual Fund Screener.